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    2. Practice management
    Practice management

    Managing your business

    Tap into practical strategies and information  to help enhance the way you manage your business.

    Book

    Online security checklist

    It’s important to know how to stay safe online. Here’s 8 simple tips to ensure safe computing practices in your business.
    Article
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    Protect your clients from fraud

    Email is the primary method of communication with your clients, but email is also a great channel for fraudsters to steal identities and facilitate fraudulent requests. Read our top tips on what to look out for and actions to take to confirm it’s your client you’re dealing with.
    Article

    BT Academy gives you access to the latest practice insights, events and market news to help grow your business.

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    Whitepaper: The critical trends impacting the future of US Wealth Advisory

    Discover what is impacting the future of US advisory services and learn more about the significant shifts in the advice industry. Download the BT’s Whitepaper.
    Technical resource
    2 men talking

    Whitepaper: Five to thrive

    Kamal Sarma, an expert in the field of resilience and a former monk, shares five simple but powerful strategies to help advisers build resilience to business and personal stress.
    Technical resource
    Group talking at table

    Five time management strategies for your business

    Effective time management can make a difference if you are considering how to scale up your business operations.
    Article
    generating next big idea

    Generating your next big idea

    Struggling to find your big idea? It’s probably hiding in a whole stack of bad ones, says Netflix co-founder Marc Randolph.
    Article
    book

    Case studies - email hacking

    Our two case studies, a result of identity theft via email hacking, highlight the need to ensure any instructions you receive are really from your client.
    Article
    mountain climber

    Case studies – malware attacks

    Malware scams work by installing software on your computer that allows fraudsters to steal personal information and login details to commit fraudulent activities.
    Article

    What does it mean to fail fast and why you should do it often

    Fail fast and fail often is a mantra oft-repeated in the world of Silicon Valley tech start-ups. And it’s one Marc Randolph firmly believes in, having applied it to the development of his best-ever idea, Netflix.
    Article
    women

    The next frontier: creating an advice offer for the booming retiree market

    The great migration is underway; Australia’s prosperous cohort of baby boomers are making the journey from accumulation to retirement.
    Article
    Two women discuss strategies

    How to market your business

    Marketing is all the activities your business does to drive revenue, so how can you market your business for the world of today?
    Article
    Two women discuss strategies

    Advice in a world of increasing client expectations and involvement

    Finance industry insiders are seeing a move towards a more transparent and dynamic world of finance, with change driven by investor needs and demands.
    Article
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    Addressing the burgeoning issue of mental illness

    Mental health will be an issue most advisers will have to deal with at some time as life insurance can play an important part in recovery.
    Article
    Spectrum

    Changing customer demographics and the impact on advice

    A goals-based approach to advice can be the most effective way of helping your clients at every life stage.
    Article
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    Technology and advice landscapes

    Learning how digital advice and social media can help you acquire new clients and maintain good client relationships.
    Article
    Woman and man discuss engineering.

    Your super obligations as an employer

    Some of the key requirements for employers paying super to employees, as well as some of the proposed changes going through parliament.
    Article
    adviser talking with client

    How to obtain quality referrals

    One of the best ways to generate new business is through existing clients recommending your services to their network. But how do you obtain quality referrals?
    Article
    man with pen

    Preparing for the FASEA exam

    New educational standards for advisers mean that most will need to sit and pass the FASEA exam by 2021, here are some tips for advisers preparing to sit the exam.
    Article
    client meeting

    Developing a more personal approach to client engagement

    How having a deep and meaningful conversation with your clients can improve retention, increase referrals and deliver better outcomes.
    Article
    People with financial adviser

    The future of financial services

    With demand for financial advice increasing, the future appears promising for advisers. We look at the current sentiment and where the opportunities lie for advisers.
    Article
    Two people

    The secret of successful succession

    The structure of a business can play a fundamental part in its success and longevity. Explore the latest articles to help you realise new opportunities and grow your business.
    Article

    How to build strong customer relationships

    Understanding their needs and goals and sitting on the same side as your clients is what your clients want from you as an adviser
    Article

    The future of financial advice

    Looking at financial advice in the age of disruption – where business is affected by technology, client segments and regulation
    Article
    Person sitting alone

    Hiring top talent for your business

    Tips for advice practices hiring new team members. Choose team members who are the right cultural fit as well as having the right skills. Read more on BT Professional.
    Article
    Group in discussion

    Protecting your business from scams

    No business can afford to be the target of scams – learn what the newest trends are and how to stay protected.
    Article
    approved product list

    Approved Product List: potential benefits for registered financial advisers

    Having an Approved Product List (APL) may be valuable in today’s rigorous regulatory environment. We take a look at some of the key benefits of having an APL for registered financial advisers.
    Article
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